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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
201
Avidian Wealth Enterprises
Texas
$461K +$224K +9,967 +94%
FFA
202
Farther Finance Advisors
California
$449K +$221K +9,830 +96%
BMCM
203
Black Maple Capital Management
Wisconsin
$449K – – –
JCM
204
Jacobi Capital Management
Pennsylvania
$448K +$5.71K +254 +1%
WP
205
Walleye Partners
Wisconsin
$440K +$2.63K +117 +0.6%
CFA
206
Churchill Financial Advisors
Kentucky
$439K +$439K +19,552 New
FIA
207
Foundations Investment Advisors
Arizona
$427K +$170K +7,575 +66%
FNBOO
208
First National Bank of Omaha
Nebraska
$419K – – –
KTM
209
Keeler Thomas Management
Utah
$407K -$671K -29,866 -62%
ASN
210
Advisory Services Network
Georgia
$405K +$27.1K +1,208 +7%
BW
211
Basepoint Wealth
Iowa
$400K +$401K +17,852 New
OIA
212
OneDigital Investment Advisors
Kansas
$393K – – –
SWMG
213
Signature Wealth Management Group
Georgia
$393K – – –
CIAS
214
CFS Investment Advisory Services
New Jersey
$387K +$270 +12 +0.1%
NA
215
Nottingham Advisors
New York
$381K +$382K +17,000 New
SAM
216
Smithbridge Asset Management
Pennsylvania
$368K -$368K -16,400 -50%
BSG
217
Black Swift Group
Colorado
$367K +$5.17K +230 +1%
PCIA
218
Prime Capital Investment Advisors
Kansas
$367K +$13.1K +585 +4%
HNW
219
High Note Wealth
Minnesota
$364K +$64.9K +2,888 +22%
AWM
220
Alterna Wealth Management
Texas
$359K – – –
OCG
221
Opus Capital Group
Ohio
$354K – – –
KIM
222
Kestra Investment Management
Texas
$352K +$4K +178 +1%
PAG
223
Private Advisor Group
New Jersey
$351K -$10K -447 -3%
CBT
224
Crews Bank & Trust
Florida
$344K – – –
VWA
225
Visionary Wealth Advisors
Illinois
$342K -$607 -27 -0.2%
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